See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,389 | $82,978+11.3% | $129,995-28.9% | $71,457+29.3% |
| Participation rate | 60.0% | 74.1%-14.1pp | 78.5%-18.5pp | 67.9%-7.9pp |
| Annual return | 21.30% | 20.60%+0.7pp | -137.18%+158.5pp | 28.85%-7.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,014 | $4,432-32.0% | $5,820-48.2% | $4,289-29.7% |
| Admin fee / account holder | $4,370 | $1,729+152.8% | $10,614-58.8% | $1,587+175.3% |